Pathfinder KiwiSaver Growth Fund
Pathfinder Kiwisaver Growth Fund is a growth KiwiSaver fund managed by Pathfinder. It has 7,753 members and holds $382 million. It opened in 2019.
Fees and returns
- Annual fee
- 1.28% of your balance each year
- Return over 1 year
- +8.9% a year
- Return over 3 years
- +8.4% a year
- Return over 5 years
- +5.6% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +5.6% a year. The median for mainstream growth funds over the same period was +5.0% a year, across 28 funds. This fund is ahead of that median, by 0.6 percentage points.
What it invests in
International equities 46%, australasian equities 18%, international fixed interest 10%, cash and cash equivalents 10%.
Largest holdings
- Cash at Bank - NZD-Westpac 6.0%
- Cash at Bank - NZD-ANZ 3.65%
- Microsoft Corporation 1.99%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.9% |
| 2024/25 | +2.0% |
| 2023/24 | +14.6% |
| 2022/23 | −3.0% |
| 2021/22 | +6.2% |
| 2020/21 | +34.5% |
About this fund
The Pathfinder KiwiSaver Growth Fund is an actively managed, ethically screened growth fund with most of the portfolio in growth assets such as shares and a smaller income allocation. It follows Pathfinder's values-based approach, selecting companies that meet its ethical standards and some private companies with real-world impact. Suggested for a minimum timeframe of eight years, it has operated since 2019 and carries an annual fund charge of 1.28%.